Perform daily middle office procedures to support the trading of OTC and listed derivatives for custom LDI and multi-asset strategies as well as index funds • Project lead for implementation of new collateral management system to streamline process and perform independent validation for daily margin/collateral moves pertaining to futures, options, swaps, and forwards • Developed custom client reports for complex institutional defined-benefit plans to enhance position management and track portfolio performance • Co-led project to develop and employ new proprietary system to manage life-cycle events for OTC bi-lateral derivatives • Coordinate with London and Asia operations teams to create global operating model to provide efficient trade life-cycle management for all funds • Regularly consult with FCM's to further improve operational procedures and build efficiencies for cleared derivatives trades

• Full cycle operations analyst with experience in Futures, Options, Swaps, and Securities • Automation developer for reconciliation and analytical reporting using Visual Basic and internal systems processes • Project manager for creation, testing and procedural development of new products and processes • Process development and realignment specialist • Subject matter expert for ETD and OTC operations and investigations

• Compile position reports used for trading and VaR calculations • Created a statistical model to quickly arrive at tail hedging strategy decisions by analyzing interest rate and commodity market volatility • Utilized financial and statistical models to analyze options in order to determine current market values of positions according to time value. • Reconciled Futures and Options trades daily between business units and clearing broker • Cleared transactions including swaps and other OTC derivatives while ensuring compliance with CFTC and CME
regulations

- specialized in OTC/ETD derivatives • Collaborate with a team of 5+ for the onboarding process of a hedge fund client valued over $120B • Monitor and analyze day to day trade captures, affirmations, confirmations • Analyze, manage and confirm monthly and or quarterly life-cycle events • Oversee intra-day and end of day control tools and reports ensuring all items are accurate and complete • Manage wire payments of $1M-$10M+ between prime brokers and custodian for our clients cash settlements • Monitor fails and ensure to escalate and resolve any issues in a timely manner • Day to day communications with prime brokers and custodian

Previous Experience:

Derivatives Analyst at BANK OF NEW YORK, MELLON

Materials Finance Intern (Procurement Finance) at LOCKHEED MARTIN

Social Coordinator at

Vice President of Revenue at The Financial Management Association at UCF